Key Financial Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Key Financial Inc’s Portfolio MUFG Stock Details MUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.9K	Sell	1,300 -829	-39%	-$15.6K	﹤0.01%	676
2026 Q1	$36.1K	Buy	2,129 +297	+16%	+$5.29K	0.01%	603
2025 Q4	$29.1K	Hold	1,832	–	–	0.01%	644
2025 Q3	$28.7K	Hold	1,832	–	–	0.01%	632
2025 Q2	$25.1K	Hold	1,832	–	–	0.01%	637
2025 Q1	$25K	Hold	1,832	–	–	0.01%	613
2024 Q4	$21.5K	Buy	1,832 +532	+41%	+$5.98K	﹤0.01%	641
2024 Q3	$13.2K	Hold	1,300	–	–	﹤0.01%	729
2024 Q2	$14K	Hold	1,300	–	–	﹤0.01%	704
2024 Q1	$13.3K	Hold	1,300	–	–	﹤0.01%	691
2023 Q4	$11.2K	Buy	+1,300	New	+$11K	﹤0.01%	710

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Key Financial Inc's MUFG Position: Q2 2026 in Review

Key Financial Inc reduced its Mitsubishi UFJ Financial (MUFG) stake by 39% in Q2 2026, selling an estimated $15.6K and leaving 1,300 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Key Financial Inc first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.1K in Q1 2026. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Key Financial Inc held 1,300 shares of Mitsubishi UFJ Financial worth $25.9K as of Q2 2026.
Key Financial Inc sold 829 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $15.6K.
Mitsubishi UFJ Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #676 holding.
Key Financial Inc first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
Key Financial Inc's Mitsubishi UFJ Financial position peaked at $36.1K in Q1 2026.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.